9.2 Adding Providers/Vendors
Purpose: Use this document to add providers and/or vendors in the Vendor Information page in ctcLink.
Audience: Benefits Administrator.
A benefit provider is a vendor. A benefit provider is the entity that sponsors the benefit plan that your company offers your employees. You use the Provider/Vendor Table to set up an ID for each vendor.
You must have at least one of these local college managed security roles:
- ZD_BN_VIEW_PLANS_PROVIDERS
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Add Providers/Vendors
Navigation: NavBar > Navigator > Set Up HCM > Product Related > Base Benefits > Plans and Providers > Provider/Vendor Table
- The Provider/Vendor Table search page displays.
- Select the Add a New Value tab.
- Enter valid info into the Set ID field.
- Enter valid info into the Vendor ID field.
- Select Add.
![Provider/Vendor table add a new value](https://media.screensteps.com/image_assets/assets/002/078/518/original/98a8031c-0227-407b-b32e-6e65aca90846.png)
- The Provider/Vendor Table page displays.
- The Vendor Information tab is used to create the vendor code and identify the name and type of the vendor you are entering.
- In the Vendor Name section, enter valid info into the Name 1 field.
- Enter valid info into the ShortName field.
- In the Vendor Classification section, The HCM Class field identifies the HRMS classification used to create views so you see the appropriate vendors on the appropriate tables.
- For General Providers the class is P.
- For HCM vendors, Approved is the default selection in the Status field. Accept this default.
- Regular is the default selection in the Persistence field. Accept this default.
![Vendor Information tab](https://media.screensteps.com/image_assets/assets/002/078/522/original/24b29050-4d41-4c27-9720-f813f6bb6e1d.png)
- Select the Addresses tab. Use the Addresses page to enter a vendor's address information.
- The Addresses tab displays.
- Enter valid information into the Description field.
- Use the Address Type field to select the type of business address you are entering.
- Enter valid value into the Effective Date field.
- Select the Edit Address button (Use the Edit Address page to add or edit vendor address details).
![Addresses tab](https://media.screensteps.com/image_assets/assets/002/078/526/original/c1bf7a51-d8da-4bd6-8ac7-9b204b2422d0.png)
- The Edit Address pagelet displays.
- Enter valid value into the Address 1 field.
- Enter valid value into the City field.
- Enter valid value into the State field.
- Enter valid value into the Postal field.
- Select the OK button.
![Edit Address page](https://media.screensteps.com/image_assets/assets/002/078/524/original/025e248c-3487-4158-8513-144661f0f56e.png)
- The Address tab displays with updated information.
![Address tab updated data](https://media.screensteps.com/image_assets/assets/002/078/528/original/7e726759-bf49-48d5-981a-3b7cf11ee765.png)
- Select the Locations tab.
- Use the Locations page to enter locations for the vendor. Each vendor must have one default location, but can also have multiple locations, including an:
- Invoicing From,
- Remit To
- and Return To Location.
- Enter the desired information into the Description field.
- Enter valid value into the Effective Date field. (Use the Effective Date field to enter the date on which the location for this vendor becomes active).
- Note that the Vendor field displays the name of the vendor receiving the payments.
- Select Save.
![locations tab](https://media.screensteps.com/image_assets/assets/002/078/520/original/59359ab3-91f3-4078-beb3-e3d76747d760.png)
- The process for adding a provider/vendor is now completed.
- End of procedure.
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